As inference AI fuels a fresh wave of CPU demand, chip giant AMD posted a 57% YoY jump in first-quarter data center revenue—covering both server CPUs and AI accelerators—to US$5.8 billion. Notably, according to Reuters, CEO Lisa Su now sees the server CPU addressable market expanding at more tha...

Custom silicon from hyperscalers continues to gain traction, with MediaTek emerging as a key beneficiary of the accelerating shift. According to Liberty Times, citing CEO Rick Tsai, the company now expects its AI ASIC revenue contribution to double from earlier projections, rising from USD 1 billion...

Samsung’s Exynos 2600 is reportedly facing challenges in power efficiency. According to Chosun Biz, tests conducted under identical conditions comparing the chip with Qualcomm’s Snapdragon 8 Elite Gen 5 revealed a battery life gap of up to 28%. While overall performance between the two is consid...

Please note that this article cites information from Reuters, ijiwei, EE News Analog, and STMicroelectronics. STMicroelectronics has taken a major step to meet China’s growing chip demand. Reuters, citing a company press release, reports that the European chipmaker began shipping STM32 wafers t...

Fresh off unveiling its Groq 3 LPU—built on Samsung’s 4nm for high-speed inference—at GTC, NVIDIA is already eyeing its next move. Reuters reports the chip giant is preparing a China-compliant version of its Groq AI chips, aiming to navigate export curbs and re-enter the Chinese market. Acc...